Option to Revert Engaged Customers to 'Lead' Status Due to Invalid Contact
gathering votes
C
Clay Garrett
Title. Text customer. "Wrong number" response. Customer is now engaged, stopping all automated tasks/ emails. Also causes issues with mining for customers who will now show up when searching customers for engagement, or won't show up when only looking to mine customers still in lead status.
Should be a way to manually revert them or, by logging a "bad number" call it should remove any engagement from that number.
A
Alex Weidenbenner
Merged in a post:
Ability to move a lead from engaged back to lead
J
Jason Clouse
We should have the manual ability to adjust the stage of a customer to have them revert back to lead stage from Engaged when the process stops firing tasks or when the customer text "wrong number". The engaged status can be a false status and then the follow up changes or ends without a way to get the customer to re-engage.
R
Rich Hughes
Yes please. A guest hanging up or telling us we have the incorrect number should not move to engaged, so there should be a backup ability for the dealer to change this
Shawn Goebel
updated the status to
gathering votes
Shawn Goebel
Clay Garrett Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shelby Parker
Thank you for posting, Clay Garrett! I have a few more questions for you:
- Can you provide more details on how often this issue of 'wrong number' responses occurs?
- What is the current process you follow when you receive a 'wrong number' response?
- How would you like the system to handle 'wrong number' responses in terms of customer status and automated tasks?